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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,127 | $96,678-94.7% | $86,640-94.1% | $139,466-96.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 106.69%-106.7pp | 592.52%-592.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,210 | $3,265-32.3% | $3,024-26.9% | $4,754-53.5% |
| Participant deferral / active EE | $2,676 | $4,837-44.7% | $4,438-39.7% | $6,712-60.1% |
| Admin fee / account holder | $152 | $6,410-97.6% | $5,616-97.3% | $11,409-98.7% |